Foguth Wealth Management, LLC
Firm details
- Headquarters
- Brighton, Michigan
- CRD number
- 327434
- Registered since
- September 12, 2023
- Website
- foguthfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals56.58%
- HNWI43.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Foguth Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2023. The firm is organized as an LLC under individual ownership and serves primarily individual and family clients, charging fees based on a percentage of assets under management. In addition to portfolio management and financial planning, Foguth operates as an insurance broker and provides services that include pension consulting, selection of other advisers, and educational seminars and workshops. The firm acts as a capital allocator, accessing external managers and pooled vehicles rather than relying solely on in‑house proprietary products. Foguth does not market itself as an ESG/impact investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities9%
- Cash & Cash Equivalents6%
- Other6%
- Private Funds1%
Contacts
3 of 53
Drew Green
Financial AdvisorCRD 5888062
Paul Sullivan
InvestorCRD 4382024
John Kohout
Financial AdvisorCRD 6898326
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 165Active vs passive
$1.3B in ETFs
57%
$755M
20%
$574M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| NEOS S&P 500(R) HIGH INCOME ETF (SPYI) | NEOS | Active | Derivative Income | $57M | 1,068,488 | 4.29% |
Location
Brighton, MI
Livingston
Location
Brighton, MI
Headquartered in Brighton, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Livingston
- Address
- 325 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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